Relationship Banker - Broward North Boca Raton Market

Bank of America•Boca Raton, FL

3d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and processing cash transactions accurately and efficiently as needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals. Bank of America emphasizes Responsible Growth, an inclusive workplace, teammate wellness, and an in-office culture that supports collaboration, engagement, and career development. This position is based in the Broward North Boca Raton Market. The role is 1st shift and 40 hours per week; weekend and/or extended hours may be required, and scheduling may be at any financial center location within a reasonable distance.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Collaborate effectively and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to improve clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and be comfortable engaging with all clients.
Be able to learn and adapt to new information and technology platforms.
Confidently educate clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Apply critical-thinking and problem-solving skills to meet client needs.
Follow established processes and guidelines and comply with applicable laws and regulations.
Manage time and capacity efficiently while focusing on results and acting in clients’ best interests.
Be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
High school diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

Experience in financial services and knowledge of the financial services industry, products, and solutions.
One year of demonstrated successful sales experience in a salary-plus-incentive environment with individual sales goals.
Six months of cash-handling experience.
Bachelor’s degree or business-relevant associate degree, such as business management, business administration, or finance.
Skills in adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

Responsibilities

Execute the bank’s risk culture and strive for operational excellence.
Build relationships with clients to meet their financial needs.
Follow established processes and guidelines, doing what is right for clients and the bank and complying with applicable laws and regulations.
Build business knowledge and a network by partnering with experts in small business, lending, and investments.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.
Engage clients in the lobby and educate and assist them with transactions using self-service resources.
Process cash transactions accurately and efficiently as needed.
Understand clients’ financial and life priorities and connect them to appropriate solutions.